Insurance broker in Toronto · Licensed in Ontario & BC
Insurance that's ready before you need it.
I help people and businesses in Ontario and BC put the right coverage in place, so an illness, injury or death doesn't turn into a money problem too.
What I do
You can't predict an illness or an accident, but you can plan for what one would cost. I start with what you want to protect, then find coverage that fits.
Insurance
- Life
- Disability
- Critical illness
- Health & dental
Group benefits
- Health & dental plans
- Group savings & pensions
- ASO & health spending accounts
See all services · Not sure how much coverage you need? Try the needs analysis
In 2021 I joined Creative Planning Financial Group, where insurance specialists, financial planners, wealth advisors and estate planners all work out of one office.
Why CPFG
Between us we can handle most of the planning questions a family or business runs into. If you already have an accountant, lawyer or advisor you trust, we'll work with them.
About Chase
I started out building insurance plans for doctors and other healthcare professionals. Over the years that grew to include business owners, professionals and their families. The part of the job I like most is working out the right answer for each person's situation.
I have an Honours degree in Political Science from Wilfrid Laurier University. Before insurance, I worked in client service in real estate and in commercial floral sales across North America.
I swam and sprinted at the provincial level and played organized football for over ten years. Football is where I learned to work as part of a team, and I still work that way with clients and colleagues.
Who I work with
Individuals and families, businesses and charities. I often work alongside a client's accountant, lawyer or financial advisor.
Individuals
Mostly professionals and their families who want someone they trust to look after their insurance and planning, so their free time can go to family, friends and the causes they support.
Corporations & businesses
Canadian-controlled private corporations looking to lower their tax bill and plan for succession, and businesses that need key person coverage or help with their corporate structure.
Charities
Philanthropists and charities across Ontario, including some well-known hospitals, universities, churches and other places of worship, on insurance and succession planning.
What clients say
A couple of notes from people I've worked with.
Chase listened carefully to our goals and objectives, and shortly after provided us with a detailed plan of action. Throughout the underwriting process, Chase stayed on top of my case and provided weekly status updates.
Steven L., life insurance
Working with Chase was a breeze. He let us know about opportunities that help our budget that our previous broker never told us about.
David P., family coverage
Want to talk it through?
The first meeting is 30 minutes and free. Tell me what's going on, and I'll be straight with you about whether I can help.
- Office
- Creative Planning Financial Group
500-1867 Yonge Street
Toronto, Ontario M4S 1Y5 - Phone
- 416-456-8904
- Chasin Kalish